Welcome to FinTech DS+C Business Analytics Assessment.  This critical assessment is designed to identify your community financial institution’s analytical strengths, uncover profitable opportunities through customer data, and discover areas in your data analytics process that need improvement.

Get Your Analytics Assessment Today!

During your analytic assessment, Steven D. Simpson, PhD, of FinTech DS+C will take an objective and thorough review of your institution’s priorities and readiness for data-driven decision making – including how data management, analytics, business intelligence and data visualization align with goals and priorities of each line-of-business.  Based on the strategic goals for area, we will identify “opportunities” to take ACTION from within your own member data.  These “opportunities” will result in an immediate ROI.  We have over 110 proven “opportunities”.

FinTech DS+C analytics assessment includes:

• Assess your current business analytics initiatives
•  Measure accuracy and alignment of data provided by Business Intelligence and Information Technology to the lines-of-business
•  Understand how effectively the current data is being used and if it is ready to create action and recurring best practices
•  Analyze if and how the financial institution is providing prescriptive lists to front line staff, such as loan officers, to assist with reaching strategic initiatives
• Monitor current measurement of best product, services and customer segment combinations
• Review current systems for tracking data segmentation that leads to retention, and trends in customer/member needs for products and services
• Evaluate the institution’s ability to transform information into an asset that leads to improved service, and fuels growth
• Track and measure return on investment of different segments and actions

How the assessment works: During the analytics assessment, a scope will be determined by reviewing your top priorities and goals. The focus may be on risk, growth, service, branch rationality or a host of other critical initiatives. First steps often include meeting with each line-of-business leader to understand goals, and how information from Business Intelligence and IT is helping your institution reach these goals. We are confident we can provide each line-of-business with over 100 direct data segment opportunities. From that point, we will advise as to the best action to help your team meet their business goals, improve service, retention and enhance the profitability of existing customers and products.

FinTech DS+C is so confident that we can help transform your institution’s data into profits, we offer a guarantee! If we do not deliver a measurable 200% ROI on the cost of the analytics assessment, your fee will be refunded.

FinTech DS+C – Empower management and officers to make better decisions. Think of FinTech DS+C as experienced Chief Data, Analytics and Strategic Officers. Our expertise serves as your trusted advisor and strategic partner to the institution’s management team, and ensures the staff are maximizing their analytics’ capabilities. By tracking, measuring, and recording all performance metrics, we will demonstrate and communicate the value of your analytics product to facilitate improved decision-making across all levels of the organization.

Contact us today to schedule your analytics assessment!